Janie Lopez Rodriguez is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 credential and five years of industry experience. She has worked at Wells Fargo Clearing since 2021 and is also employed at Wells Fargo Bank, NA. Outside of her advisory role, she works as a food delivery service runner for Favor Delivery and DoorDash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dustin Elliott is a Senior Financial Advisor and the founder and leader of The Hill Country Group at Merrill (THCG), a wealth management team that operates with the mission to help client families increase their standard of giving while also enhancing their standard of living. Through THCG, he provides clients access to the global platform of Merrill and Bank of America, focusing on the broader aspects of wealth including impact, legacy, and generosity. Dustin's expertise spans corporate benefits, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, individual and corporate investment strategy, and tax minimization. He holds a BBA in Finance from The McCombs School of Business at The University of Texas at Austin and has regularly guest lectured there since 2009 on finance and entrepreneurship. Beyond his professional role, Dustin has played an active part in community and philanthropic initiatives. He is a founding and previous Board Member of The BLESS Foundation, which has mobilized and deployed significant resources among unreached people groups worldwide. He also launched The Unreached Podcast to share stories from missionaries and mission organizations. Additionally, Dustin has served on the Advisory Board of the Silver Spurs Alumni Association, contributing to the development of The BEVO Endowment. He resides in Dripping Springs, Texas, with his wife and three children, and maintains personal interests including fishing, golfing, and hunting.

Allison Short is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Bank of America, N.A., and JPMorgan Chase Bank, N.A. Outside of her advisory work, she is involved in e-commerce as a product tester and owner/partner of an Amazon-related business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may include ESG criteria, supported by affiliates for implementation and portfolio services.

Fionn Oliver is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at AIB, Austin Telco Federal Credit Union, Celtic Whiskey Shop, Celtic Whiskey Bar, and Quinnlans Seafood. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Joshua Rocha is a CFP® professional with 12 years of industry experience, currently serving at Charles Schwab in Austin, TX. His prior experience includes roles at USAA Financial Planning Services and USAA Investment Management Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary SMAs, supported by strategic asset allocation models and a centralized operational structure.

Leigh Mclafferty is a Series 66-licensed financial advisor based in Austin, TX, with 19 years of industry experience. He joined UBS Financial Services in 2025 after 16 years at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mark Fowler is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. Based in Austin, TX, Fowler serves clients primarily through Schwab’s wealth advisory programs. Charles Schwab & Co., Inc. provides services to a large client base of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm integrates brokerage, custody, and advisory functions within its Schwab Wealth Advisory wrap fee program, utilizing multi-asset model portfolios and alternative investment options.

Linda Vogeley is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Jennifer Vazquez is a financial advisor with Edward Jones in Round Rock, Texas, holding Series 63 and Series 66 credentials with two years of industry experience. She previously worked at Edward Jones from 2015 to 2019 and returned to the firm in 2024. Vazquez was a co-founder and president of JB Squared Logistics, LLC, a business entity that was formed but did not launch operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its large national network of advisors and branches, as well as its integrated trust and securities lending capabilities.

Peter Detchon is a financial advisor at Fisher Investments with 17 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2014. Outside of his advisory role, he is the owner of Detchon Ventures LLC, investing as a silent partner in private equity, and is involved in a local Austin hospitality-focused private equity venture. Fisher Investments serves institutional and high-net-worth clients worldwide, providing discretionary portfolio management across multiple asset classes. The firm centralizes investment decisions with a committee that uses quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Caleb Parsons is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2019, he worked at Marriott Hotels for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brian Fleming is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2017 and previously worked at Bank of the West and BancWest Investment Services. Outside of his advisory role, he owns an online graphic design business that sells digital downloads and apparel. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Chimera is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo in 2026, Chimera worked at Bank of America, Merrill, and UBS Financial Services. Outside of work, Chimera serves on the finance committee of the James Bowie High School Band booster association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research from Wells Fargo Investment Institute and third-party data to guide its investment approach and manages roughly $671 billion in assets through more than 14,000 financial advisors.

Brooke Woodall is a financial advisor at LPL Financial with a Series 66 license and one year of industry experience. Prior to joining LPL Financial, Brooke held roles at Northwestern Mutual and Baylor University, including positions in financial wellness and admissions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms.

Melissa Oakes is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at J.P. Morgan Securities since 2022 and previously held positions at Kestra Advisory, Kestra Investment Services, Paychex, and Renaissance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized Wealth Advisors. The firm’s advisory program delivers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Ryan Galloway is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and totaling nine years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he is a property owner who leases real estate. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm is notable for its large scale, integrated service model, and multi-asset strategic investment approach.

Logan Rodgers is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following prior roles at TD Ameritrade Investment Management and Chartwells H.E. Division. Outside of finance, he has experience with Trevecca University’s 1901 Coffee and Trevecca Community Church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios, due diligence on alternative investments, and centralized operational support.

Carson Shoemaker is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Coaches Insider and multiple engagements at the University of Northern Colorado. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Jay Russell is currently serving as a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, he worked as an Investment Advisor at New England Financial from 2009 to 2013 and as a Financial Consultant at AXA Advisors from 2008 to 2009. Throughout his career, Jay has partnered with clients to build, implement, and maintain financial plans tailored to their specific goals across all stages of their financial lives. His professional experience encompasses a broad range of financial consulting and investment advisory roles. Outside of his professional work, Jay enjoys baseball, football, traveling, reading, and spending time with family and friends.

Andrew Rice is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on connecting clients to personalized strategies that align with their unique financial goals, ranging from retirement income planning and tax minimization to legacy and LGBT wealth planning. His approach involves understanding clients' priorities across short-, mid-, and long-term horizons to develop tailored plans addressing diverse needs including executive compensation, equity services, and managing new wealth. Andrew holds a Bachelor's Degree from the Texas Tech University System and carries the following professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains an NMLS license (#721042), enabling him to facilitate a broad scope of financial services in partnership with Bank of America specialists. Previously based in Fort Worth, Andrew has volunteered in aviation-related community roles and is currently seeking opportunities to engage with the Austin community. He lives in South Austin with his spouse, enjoys cooking, football, golfing, traveling, and spending time with his niece and nephews.